Compass Wealth Management’s Intuit INTU Stock Holding History

Compass Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Buy	+4,005	New	+$1.4M	0.2%	88
2025 Q4	–	Sell	-4,795	Closed	-$3.27M	–	109
2025 Q3	$3.27M	Sell	4,795 -75	-2%	-$54.1K	0.73%	53
2025 Q2	$3.84M	Hold	4,870	–	–	0.91%	41
2025 Q1	$2.99M	Sell	4,870 -165	-3%	-$99.1K	0.76%	53
2024 Q4	$3.16M	Sell	5,035 -193	-4%	-$123K	0.76%	49
2024 Q3	$3.25M	Sell	5,228 -35	-0.7%	-$22.3K	0.76%	51
2024 Q2	$3.46M	Hold	5,263	–	–	0.85%	42
2024 Q1	$3.42M	Sell	5,263 -100	-2%	-$63.8K	0.86%	43
2023 Q4	$3.35M	Sell	5,363 -251	-4%	-$138K	0.94%	41
2023 Q3	$2.87M	Sell	5,614 -10	-0.2%	-$5.06K	0.9%	37
2023 Q2	$2.58M	Sell	5,624 -50	-0.9%	-$21.9K	0.78%	43
2023 Q1	$2.53M	Sell	5,674 -5	-0.1%	-$2.05K	0.8%	42
2022 Q4	$2.21M	Buy	+5,679	New	+$2.25M	0.72%	48

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Compass Wealth Management's INTU Position: Q2 2026 in Review

Compass Wealth Management opened a new position in Intuit (INTU) in Q2 2026: 4,005 shares worth $1.05M. The stake represents 0.2% of the portfolio and ranks #88 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in INTU as recently as Q3 2025.

Compass Wealth Management first reported a position in INTU in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.84M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Compass Wealth Management held 4,005 shares of Intuit worth $1.05M as of Q2 2026.
Intuit was a new Compass Wealth Management position in Q2 2026.
Intuit made up 0.2% of Compass Wealth Management's portfolio in Q2 2026, its #88 holding.
Compass Wealth Management first reported a position in Intuit in Q4 2022 and has held it in 13 quarters since.
Compass Wealth Management's Intuit position peaked at $3.84M in Q2 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.